Civic Intelligence

The Byron Foundation Inc

990 • Fiscal year 2018 • EIN 47-5265010

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
12101 Lima RoadFort Wayne, IN 46818

(260) 637-3166

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$203,219

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

10th percentile

-9.7%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

1.2%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$24,025,742

Down $2,593,357 (-9.7%) from 2017

Net Assets

Down

$24,025,742

Down $2,593,357 (-9.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin98th percentile

Revenue

Up

$1,622,430

Up $19,485 (+1.2%) from 2017

Expenses

Down

$102,566

Down $49,596 (-33%) from 2017

Net Income

Up

$1,519,864

Up $69,081 (+4.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2015: $20,955,408Liabilities 2015: $0Net Assets 2015: $20,955,4082015Assets 2016: $23,712,064Liabilities 2016: $0Net Assets 2016: $23,712,0642016Assets 2017: $26,619,099Liabilities 2017: $0Net Assets 2017: $26,619,0992017Assets 2018: $24,025,742Liabilities 2018: $0Net Assets 2018: $24,025,7422018Assets 2019: $36,258,896Liabilities 2019: $10,795,985Net Assets 2019: $25,462,9112019Assets 2020: $36,220,562Liabilities 2020: $8,386,528Net Assets 2020: $27,834,0342020Assets 2021: $41,170,589Liabilities 2021: $7,007,375Net Assets 2021: $34,163,2142021Assets 2022: $37,040,021Liabilities 2022: $6,772,775Net Assets 2022: $30,267,2462022Assets 2023: $41,515,579Liabilities 2023: $6,655,148Net Assets 2023: $34,860,4312023Assets 2024: $45,476,890Liabilities 2024: $6,507,366Net Assets 2024: $38,969,5242024

Highlighted filing

2018

Assets$24,025,742
Liabilities$0
Net Assets$24,025,742
Open 2018 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2015: $57,633Expenses 2015: $0Net Income 2015: $57,6332015Revenue 2016: $891,999Expenses 2016: $171,418Net Income 2016: $720,5812016Revenue 2017: $1,602,945Expenses 2017: $152,162Net Income 2017: $1,450,7832017Revenue 2018: $1,622,430Expenses 2018: $102,566Net Income 2018: $1,519,8642018Revenue 2019: $1,096,546Expenses 2019: $392,017Net Income 2019: $704,5292019Revenue 2020: $1,266,135Expenses 2020: $277,075Net Income 2020: $989,0602020Revenue 2021: $3,147,487Expenses 2021: $319,106Net Income 2021: $2,828,3812021Revenue 2022: $1,645,593Expenses 2022: $268,207Net Income 2022: $1,377,3862022Revenue 2023: $1,730,817Expenses 2023: $476,413Net Income 2023: $1,254,4042023Revenue 2024: $2,044,865Expenses 2024: $483,413Net Income 2024: $1,561,4522024

Highlighted filing

2018

Revenue$1,622,430
Expenses$102,566
Net Income$1,519,864
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$7,259,382
Mission and Program Overview

Mission

The byron foundation provides financial and other assistance to recovery health services, inc. (dba byron health center) and any subsidiary organizations of byron wellness systems, inc. In support of their missions.

To provide financial assistance to recovery health services, inc. And any subsidiary organizations of byron wellness systems, inc. In support of their missions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,596,443$24,007,281▼ $2,589,162
Cash and Non-Interest-Bearing Accounts$22,656$18,461▼ $4,195
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$26,619,099$24,025,742▼ $2,593,357
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$26,619,099$24,025,742▼ $2,593,357
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$26,619,099$24,025,742▼ $2,593,357
Total Liabilities and Net Assets / Fund Balance$26,619,099$24,025,742▼ $2,593,357
Compensation and Service Providers
Top Officer Pay59th percentile

Board Members and Trustees

NameTitle
Eugene FaleyChairman & Director
Debra J LambertPresident/CEO & Director
Paul WilsonVice Chairman & Director
Charles ClarkDirector
David RidderheimTreasurer/secretary & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,622,430
Other Revenue
$0
Change in Net Assets
$1,519,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,574,059
Revenue Not Reported on Financial Statements
$48,371
Revenue Not Reported on Form 990
$-3,613,247
Total Revenue per Audited Statements
$-2,039,188
Total Revenue per Form 990
$1,622,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,071
Grants and Similar Amounts Paid$50,000
Salaries, Compensation, and Employee Benefits$1,495
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Service Investment Mgmnt Fees-$48,371-$48,371
Fees for Services Accounting-$2,700-$2,700
Other Salaries and Wages-$1,495-$1,495
Total Functional Expenses$50,000$52,566$0$102,566

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$102,566
Expenses per Audited Statements$54,195
Total Expenses per Audited Statements$54,195
Expenses Not Reported on Financial Statements$48,371
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Recovery Health Systems IncFort Wayne, IN501(c)(3)Support$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The members of the board of directors are appointed by either byron wellness systems, inc., or recovery health services, inc. Form 990, part vi, section b, line 11b the form 990 is reviewed in detail by the executive officers and the president of the board. After any changes and/or questions are addressed, the form 990 is provided to each member of the governing body for review prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policies are completed annually by all board members and staff. The policy statements are reviewed annually by officers of the organization. When organization business is being conducted and there is a conflict, the board member involved will abstain from voting on related matters. This is documented in the board minutes. In the event that there is a failure to disclose a conflict of interest, the board of directors shall take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section B, Line 14

“The byron foundation is in the process of developing a document retention and destruction policy.”

Form 990, Part VI, Section B, Line 15A

“The byron foundation does not engage in a compensation review process because all compensation for calendar year 2018 is paid by a related organization, recovery health services, inc. The process for determining compensation is completed by recovery health services.”

Filing and Contact Details

Filer

Filer Name
The Byron Foundation Inc
EIN
47-5265010
In Care Of
% DEBRA LAMBERT
Phone
2606373166
Address
12101 LIMA ROAD, FORT WAYNE, IN 46818

Signing Officer

Name
Eugene Faley
Title
Chairman
Phone
2606373166
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eugene Faley
Formed
2015
Legal Domicile
In
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Supplemental Narrative

Financial Statement Notes

Asc 740 Footnote

“Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML AppendixShowing 400 of 503 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0THE BYRON FOUNDATION PROVIDES FINANCIAL AND OTHER ASSISTANCE TO RECOVERY HEALTH SERVICES, INC. (DBA BYRON HEALTH CENTER) AND ANY SUBSIDIARY ORGANIZATIONS OF BYRON WELLNESS SYSTEMS, INC. IN SUPPORT OF THEIR MISSIONS.
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RECOVERY HEALTH SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt050000
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IRS990ScheduleD/RevenueSubtotalAmt01574059
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0ASC 740 FOOTNOTE
IRS990ScheduleD/TotalExpensesPerForm990Amt0102566
IRS990ScheduleD/TotalRevenuePerForm990Amt01622430
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RECOVERY HEALTH SYSTEMS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0351826036
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012101 LIMA ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT WAYNE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS WILL BE PROVIDED TO, AND FOR THE BENEFIT OF, RECOVERY SERVICES AND BYRON WELLNESS SYSTEMS, RELATED ORGANIZATIONS, AND OTHER FUTURE SUPPORTED ORGANIZATIONS OF BYRON WELLNESS SYSTEMS AND OTHER CODE SECTION 501(C)(3) ORGANIZATIONS TO FURTHER THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF THE CORPORATION. WITH THE EXCEPTION OF DISTRIBUTIONS TO RECOVERY SERVICES, BYRON WELLNESS SYSTEMS AND/OR FUTURE SUPPORTED ORGANIZATION OF BYRON WELLNESS SYSTEMS, THE CORPORATION WILL REQUIRE BOTH PERIODIC AND FINAL REPORTS WITH RESPECT TO HOW ITS FUNDS WERE UTILIZED BY ANY OTHER ORGANIZATION. FURTHERMORE THE CORPORATION WILL REQUIRE BOTH PERIODIC AND FINAL REPORTS WITH RESPECT TO THE USE OF RESOURCES. THE CORPORATION'S BOARD OF DIRECTORS WILL BE RESPONSIBLE FOR THE REVIEW OF ANY DISTRIBUTION AND REPORTS WITH RESPECT THERETO AT THE MONTHLY MEETINGS OF THE CORPORATION'S BOARD OF DIRECTORS IN ORDER TO ENSURE COMPLIANCE WITH THE TERMS OF ANY DISTRIBUTION ANY RELATED AGREEMENT WITH RESPECT THERETO.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBRA J LAMBERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO & DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0203219
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE BOARD OF DIRECTORS ARE APPOINTED BY EITHER BYRON WELLNESS SYSTEMS, INC., OR RECOVERY HEALTH SERVICES, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE OFFICERS AND THE PRESIDENT OF THE BOARD. AFTER ANY CHANGES AND/OR QUESTIONS ARE ADDRESSED, THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICIES ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND STAFF. THE POLICY STATEMENTS ARE REVIEWED ANNUALLY BY OFFICERS OF THE ORGANIZATION. WHEN ORGANIZATION BUSINESS IS BEING CONDUCTED AND THERE IS A CONFLICT, THE BOARD MEMBER INVOLVED WILL ABSTAIN FROM VOTING ON RELATED MATTERS. THIS IS DOCUMENTED IN THE BOARD MINUTES. IN THE EVENT THAT THERE IS A FAILURE TO DISCLOSE A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BYRON FOUNDATION IS IN THE PROCESS OF DEVELOPING A DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BYRON FOUNDATION DOES NOT ENGAGE IN A COMPENSATION REVIEW PROCESS BECAUSE ALL COMPENSATION FOR CALENDAR YEAR 2018 IS PAID BY A RELATED ORGANIZATION, RECOVERY HEALTH SERVICES, INC. THE PROCESS FOR DETERMINING COMPENSATION IS COMPLETED BY RECOVERY HEALTH SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1RHS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RECOVERY HEALTH SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BYRON WELLNESS SYSTEMS INC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SNF/ALF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt112101 LIMA ROAD
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,025,742
Liabilities
$0
Net assets
$24,025,742
Revenue
$1,622,430
Expenses
$102,566
Net income
$1,519,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.5$6.51$39.0$2.04$0.48$1.56
2023Detailed filing. Detailed filing data is available for this year.$41.5$6.66$34.9$1.73$0.48$1.25
2022Detailed filing. Detailed filing data is available for this year.$37.0$6.77$30.3$1.65$0.27$1.38
2021Detailed filing. Detailed filing data is available for this year.$41.2$7.01$34.2$3.15$0.32$2.83
2020Detailed filing. Detailed filing data is available for this year.$36.2$8.39$27.8$1.27$0.28$0.99
2019Detailed filing. Detailed filing data is available for this year.$36.3$10.8$25.5$1.10$0.39$0.70
2018Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.62$0.10$1.52
2017Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.60$0.15$1.45
2016Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$0.89$0.17$0.72
2015Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$0.06$0.00$0.06